HubSpot + Zoom

Create new HubSpot engagements from new Zoom meeting summaries

With this workflow, you ensure rapid follow-ups and increase your productivity by integrating Zoom and HubSpot. After every new Meeting Summary in Zoom, a corresponding Engagement is created in HubSpot. In turn, this helps in keeping all your team members on the same page while streamlining your customer relationship management.

With this workflow, you ensure rapid follow-ups and increase your productivity by integrating Zoom and HubSpot. After every new Meeting Summary in Zoom, a corresponding Engagement is created in HubSpot. In turn, this helps in keeping all your team members on the same page while streamlining your customer relationship management.

  1. When this happens...
    ZoomZoom
    New Meeting Summary

    Triggers when a summary is available for a meeting. Note: you must be the meeting host.

    TriggerInstant
  2. automatically do this!
    HubSpotHubSpot
    Create Engagement

    Creates a new Engagement for a contact, in HubSpot.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Meeting TypeRequired

    Trigger
    Instant
    Try It
    • Info

    Trigger
    Instant
    Try It
    • Meeting TypeRequired

    Trigger
    Instant
    Try It
  • Zoom triggers, actions, and search

    New Cloud Recording

    Triggers when a new Cloud Recording is completed for a Meeting or Webinar.

    Trigger
    Instant
    Try It
  • Zoom triggers, actions, and search

    New Meeting Summary

    Triggers when a summary is available for a meeting. Note: you must be the meeting host.

    Trigger
    Instant
    Try It
    • Webinar or Meeting?Required

    Trigger
    Instant
    Try It
    • Upcoming Meeting

    Trigger
    Instant
    Try It
    • Upcoming Webinar

    Trigger
    Instant
    Try It
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hubspot logo

About HubSpot

HubSpot is your all-in-one stop for all of your marketing software needs.
Learn moreHelp

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  • Marketing Automation

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zoom logo

About Zoom

Zoom brings teams together to get more done in a frictionless environment. Zoom's reliable, video-first unified communications platform provides video meetings, voice, webinars, and chat across desktops, phones, mobile devices, and conference systems
Learn moreHelp

Related categories

  • Video Conferencing

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